See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,906 | $118,427-81.5% | $66,042-66.8% | $142,382-84.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 16.54% | 35.57%-19.0pp | 52.11%-35.6pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,704 | $2,570-33.7% | $1,579+7.9% | $4,299-60.4% |
| Participant deferral / active EE | $4,656 | $4,311+8.0% | $2,835+64.2% | $6,507-28.4% |
| Admin fee / account holder | $2,624 | $9,593-72.6% | $5,747-54.3% | $12,624-79.2% |